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세계 최고의 투자자와 헤지펀드의 최신 주식 포트폴리오
초대형 AUM
2,000억 달러 이상
AUM 규모가 큼
100억~2,000억 달러
중간 AUM
20억~100억 달러
소규모 AUM
2억 5,000만 달러~20억 달러
소규모 AUM
2억 5천만 달러 미만
10% 미만
20% 미만
40% 미만
60% 미만
80% 미만
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 이름 | AUM |
AUM 성장률 |
AUM 성장률 |
분기 예상 수익률 |
3년간 예상 수익률 | 보유 종목 | 포트폴리오 회전율 |
평균 보유 기간(년) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
Estate Counselors
Thiensville,
Wisconsin
| US$6.44억 | +US$1861만 | +3% | 4.33% | 60% | 163 | 31.9% | 1.8 |
|
| 2002 |
2002
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$6.44억 | -US$727만 | -1% | 6.25% | 62.7% | 217 | 21.2% | 1.2 |
|
| 2003 |
2003
Manchester Capital Management
Manchester,
Vermont
| US$6.43억 | -US$8587만 | -12% | 19.4% | 86.7% | 719 | 32.68% | 3.8 |
|
| 2004 |
NAM
2004
North American Management
Boston,
Massachusetts
| US$6.42억 | +US$2727만 | +4% | 8.47% | 61.7% | 108 | 3.7% | 5 |
|
| 2005 |
2005
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$6.41억 | +US$4.53억 | +241% | 2.46% | 59.6% | 72 | 8.33% | 1 |
|
| 2006 |
2006
First Midwest Bank Trust Division
Joliet,
Illinois
| US$6.4억 | +US$2680만 | +4% | 8.87% | 107% | 377 | 15.65% | 4.1 |
|
| 2007 |
2007
Harvey Investment Company
Louisville,
Kentucky
| US$6.4억 | +US$5006만 | +8% | 10% | 56.4% | 89 | 6.74% | 5.2 |
|
| 2008 |
2008
Gratus Capital
Atlanta,
Georgia
| US$6.39억 | +US$4613만 | +8% | 7.57% | 51.4% | 183 | 19.67% | 3 |
|
| 2009 |
2009
Phillips Financial Management
Fort Wayne,
Indiana
| US$6.39억 | +US$2818만 | +5% | 4% | 45.6% | 87 | 8.05% | 4.6 |
|
| 2010 |
2010
Stearns Financial Services Group
Greensboro,
North Carolina
| US$6.39억 | +US$226만 | +0.4% | 5.44% | 26.1% | 216 | 11.57% | 3.5 |
|
| 2011 |
RGREA
2011
Ranger Global Real Estate Advisors
Denver,
Colorado
| US$6.38억 | +US$1.4억 | +28% | 1.54% | 18% | 34 | 23.53% | 1.5 |
|
| 2012 |
2012
Roundview Capital
Princeton,
New Jersey
| US$6.37억 | +US$4860만 | +8% | 8.96% | 77.7% | 248 | 9.68% | 3.8 |
|
| 2013 |
2013
SNS Financial Group
Minneapolis,
Minnesota
| US$6.37억 | +US$8561만 | +16% | 7.1% | 54.2% | 224 | 19.2% | 2.8 |
|
| 2014 |
2014
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$6.36억 | +US$5027만 | +9% | 10.7% | 80% | 158 | 8.23% | 4.3 |
|
| 2015 |
2015
ARS Investment Partners
New York
| US$6.36억 | +US$1.05억 | +20% | 10.6% | 266% | 118 | 45.76% | 1.9 |
|
| 2016 |
2016
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$6.36억 | +US$3807만 | +6% | 4.88% | 49.7% | 142 | 5.63% | 3.2 |
|
| 2017 |
2017
Lavaca Capital
Houston,
Texas
| US$6.36억 | +US$3.22억 | +102% | 8.45% | 46.5% | 123 | 45.53% | 0.8 |
|
| 2018 |
2018
CCMP Capital
New York
| US$6.36억 | -US$1.85억 | -23% | 22.5% | 12.3% | 1 | 0% | 3 |
|
| 2019 |
2019
FJ Capital Management
Mclean,
Virginia
| US$6.36억 | -US$917만 | -1% | 5.86% | 97.9% | 100 | 41% | 1.7 |
|
| 2020 |
AP
2020
Archon Partners
Princeton Junction,
New Jersey
| US$6.36억 | +US$8524만 | +15% | 15.3% | 99.5% | 56 | 19.64% | 3.5 |
|
| 2021 |
2021
HighTower Trust
Houston,
Texas
| US$6.35억 | -US$2149만 | -3% | 2.28% | 90.4% | 115 | 12.17% | 3.3 |
|
| 2022 |
2022
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$6.35억 | +US$5010만 | +9% | 8.86% | 112% | 312 | 17.63% | 1.9 |
|
| 2023 |
2023
Engle Capital Management
Greenwich,
Connecticut
| US$6.34억 | +US$1394만 | +2% | 14.6% | 398% | 29 | 51.72% | 0.7 |
|
| 2024 |
2024
Wedgewood Partners
St Louis,
Missouri
| US$6.32억 | +US$4212만 | +7% | 9.99% | 78.1% | 39 | 12.82% | 3.4 |
|
| 2025 |
2025
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$6.32억 | +US$4816만 | +8% | 5.82% | 27.9% | 1,048 | 15.17% | 1.7 |
|